THE LONG AND THE SHORT OF IT: Sky TV, streaming and shooting for the stars
Paul McBeth and Oliver Mander opine on marketland.
The Bottom Line’s Paul McBeth and New Zealand Shareholders’ Association chief executive Oliver Mander try their hands at this podcast thing with The Long and the Short of It, where they discuss the latest goings-on in marketland.
This week, Oliver lets Paul take the lead in reflecting on the ongoing streaming wars saga, where Warner Bros Discovery has two suitors in the form of the Ellison-backed Paramount Skydance and Netflix, and what it might mean for Sky Network Television’s grip on the premier HBO content library.
Sky’s navigation of the changing landscape gets a going over, and the pair muse on potential mega-IPOs coming to Wall Street in 2026 in the form of SpaceX and AI chatbot Claude’s creator, Anthropic.
Oh, and Westpac NZ’s early mover in the mortgage rate market gets them a little ranty about the fact that indicates New Zealand’s economy is coming off life support.
Or listen on Spotify here.
Image from Curious News.
Disclosure: Oliver Mander owns shares of Rocket Lab and Sky Network Television. Paul McBeth has term deposits and credit cards with Westpac NZ and ASB Bank.
